Position in MSCI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$89,475
-$119,331 QoQ
Shares Held
166
-54.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $102,470 across 2 Financial Data & Stock Exchanges names. MSCI ranks #1 (87.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
166 | $89,475 | |
| 2 | CME |
Cme Group Inc.
|
44 | $12,995 |
All Filings in MSCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,475 | 166 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $208,806 | 368 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $245,691 | 426 | Shares | Sole | 2025-07-18 | |
| 2020-09-30 | $2,497 | 7 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||